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Types of reports

Types of reports you can create with your portal

Types of reports you can create with your portal

Smartpay Touch portal help and support

Analyse all your business data

Under the Reports tab, you can access a range of reports and charts on your business performance. Use these quick links to jump to the topic you need.

• What operational reports you can pull from the portal

• What sales reports you can pull from the portal

• What stock reports you can pull from the portal

Smart tip – use portal assistant

Smart tip – use portal assistant

Jump to a section or task in your portal quicker – just click on the wand in the top-right corner to pull up the portal assistant.

Operational reports you can pull from your portal

Adjustment Report

Summary of all discounts and price overrides made to transactions and products, and includes a breakdown of the adjustments by transaction.

Age Restriction Report

Look at transactions that required an age check prior to you selling the product.

AIM Export Report

Export sales data from the portal so it can be imported into an AIM System.

Cancel Sales Report

See all the transactions that were either cancelled or voided.

Cashing Up Report

Take a look at all the end of day transactions that have been carried out.

Cash In Tills Report

Get a real-time view of how much cash is in each till at any time between the start and end of day.

Customer Transaction Report

View transaction information that’s been linked to a customer via the portal or a transaction.

No Sale Report

A list displaying every time the ‘No Sale’ button was used by a staff member.

Paid In and Out Report

All the transactions that were carried out using the ‘Paid In’ or ‘Paid Out’ function.

Product Notes Report

Full details of any transaction that contains one or more item notes.

Refunds Report

List all refunds carried out from your selected stores.

Supervisor Approval Report

Provides details of any transaction where ‘Supervisor Approval’ was used.

Surcharge Report

Lists all the surcharges that have been added to transactions.

Suspended Transaction Report

List all transactions that have been suspended to the server and haven’t been tendered yet.

Tax Report

The value of the net sales are broken down into the various tax levels registered in your store. The reports also gives you a summary of the net sales by card and cash transactions on those tax levels.

Tender Notes Report

See all notes that were added to a tender.

Text Message Usage Report

Provides information on how many texts you’ve sent.

Time Keeping Report

See when staff clocked in and out.

Transaction Report

Lists all the transactions carried out in the specified period.

Voided Items Report

View all the products that were voided within a tendered transaction. If a product was voided and the transaction cancelled, that product won’t appear in this report.

Sales reports you can pull from the portal

Customer Product Report

See all the customers that have been assigned to transactions made during the selected date range. For each customer in the report, there are entries for each product they purchased.

Customer Sale Report

Summary of the sales linked to each customer.

Department Product Report

Lists the individual products sold within each selected department

Department Report

View the departmental totals of all products sold under that department.

Hourly Report

Displays the stores net sales and number of transactions per hour over a 24-hour period as a percentage so you can see the busiest trading times.

Product Profitability Report

Summary of the products that you’ve sold and their sales value. It’ll also give you the value of the blended mark-up and margin based on the current buy price value and net sales values.

Product Report

Summary of the products that you have sold and their sales value. It also includes refund amounts and values, the reorder limit and associated product data.

Sales Report

Get a breakdown of the sales, refund and paid in-out activities of your selected stores.

Sales Summary Report

Summary of your sales transactions. This report is also available via your Smartpay Touch device.

Shift Report

Sales values for shifts started within the selected timeframe.

Staff Department Report

Displays staff member information by their set level.

Staff Product Report

Shows the sales total of selected staff members and lists their total product sales and refunds individually.

Staff Report

See either a summary or a full breakdown of your staffs’ sales, the refunds they’ve processed and any paid in/out activities.

Supplier Department Product Report

Similar to the Department Product Report but the sales are separated by each supplier.

Supplier Product Report

View a breakdown of all products sold by the supplier.

Supplier Report

Get a breakdown of all sales by each supplier.

Top 20 Report

A combined list of the top performing stores, products and staff members

What sales reports you can pull from the portal

Low Level Stock Report

List of products that have reached or gone below its reorder limit.

Non-Selling PLU Report

List of all the products that haven’t been sold within the specified time frame.

Stock Movement Report

List of all the stock movements that were either carried on the portal or on your Smartpay Touch device.

Stock Report

List of all the products in your stores and any associated data.

Talk to our technical support team

If you do have any problems, our dedicated technical support team are here to help. Get in touch on 0800 151 0399, Monday to Friday, from 9am – 5pm.

Calls made outside these hours will be answered by our general support team who will do their best to help you with your query.